impacts and considerations on applicable financial planning topics when someone is a nonresident alien or a resident alien. In addition, additional context when those in either status are looking to become a US citizen (and additionally to stay and retire in the US) or alternatively when those in either status never intend to become a US citizen (ie a ~ definite time frame to move away and retire outside of the US)
it would be great to have some pathfinders related to Americans living abroad. It is a niche I realize, but some things related to Americans abroad stay the same irrespective of what country they are living it.
A decision tree to assist with tax-filing rules (NR alien vs. Resident alien), presence test, etc.
"checklist for moving overseas" (suggested by Leslie Beck on 2021-03-22), including upvotes (1) and comments (0), was merged into this suggestion.
"Expat planning issues" (suggested by Brian on 2020-09-25), including upvotes (4) and comments (1), was merged into this suggestion. Whether accepting a career opportunity or choosing to live abroad for retirement, expats often find their wealth suspended between two cultures. A flow chart with considerations for things to consider such as tax, retirement, and repatriation planning would be extremely helpful to provide to clients considering a transition.
"Americans Living Abroad" (suggested by Ann on 2020-10-28), including upvotes (2) and comments (0), was merged into this suggestion.
"planning considerations for nonresident and resident aliens (non-US citizens)" (suggested by Mike on 2019-10-15), including upvotes (3) and comments (1), was merged into this suggestion.
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